Make A Will Workshop
Estate planning today is based on three fundamental assumptions. First, a person’s wealth can be summarized on a balance sheet. Second, if transferring some financial wealth is good, then transferring more is better. Third, the first place you should go to do your estate planning is an estate planner. What if all of these fundamental assumptions are actually all fundamentally wrong?
During this luncheon, we will discuss what is wrong with current estate planning and how it can be fixed. We will talk about the importance of capturing and transferring human capital, how to maximize the benefits of financial wealth transfer, and what can be done with excess financial resources. It will also review the Seven Disciplines that successful families follow to effectively transfer holistic wealth on a multi-generational basis.
David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He has extensive experience working with charitable planning, purpose trusts, private trust companies, and advanced trust planning.
He is the co-author along with Andrew Howell of Entrusted: Building a Legacy That Lasts. David has spoken to hundreds of public groups and professional organizations, including Ted, Q Commons, Stanford University, and the Purposeful Planning Institute.
David lives in the Salt Lake City, Utah area with his wife Mindy and their five children—Emma, John, Samuel, Hudson, and Avery. He enjoys biking, skiing, softball, writing, and photography.